As a System Administrator, you have the ability to modify details, roles, permissions, and capabilities for users in your company.
This article covers the following topics:
-
From the System Admin Module, navigate to the Users screen and click on the desired user from the User List.
-
User's details such as first and last name can be edited as shown below.
Note: An existing user's email cannot be edited. In the event that a user's email has changed or an incorrect email address was entered upon the creation of user, we recommend deactivating the user with the incorrect email and creating a new user with the correct email. To learn how to deactivate a user, please visit our Help Center article below.
System Administrators oversee the platform and user configurations within your organization. This special capability grants users access to the System Admin Module, enabling them to manage internal users, external partners, contacts, and the company's configurations.
For more information on managing system administrator user access, see our full article below:
The Application Access section details a range of module-specific Admin Capabilities that can be modified for internal users based on their needs.
To edit a user's primary organization, click on the dropdown arrow and select a primary organization from the dropdown list.
-
Under the Role section, click on the Select button, as shown below.
-
In the Add/Update User Roles Window, choose existing role(s). Click Select Role button to assign selected roles to user. Alternatively, you may click on Update Role Permissions to use the User Permissions Roles matrix to create a new custom role.
Note: The system does not allow users to make changes to Default roles. If you modify an existing default role, a new role will be created.
For further guidance on defining User Roles please visit our Help Center article below.
-
Click on Save Changes button to confirm your changes.
The platform features Module Driven Admin Capabilities designed to grant specific enhanced privileges to internal users, thus preventing the need to assign users permissions that exceed their necessary access levels. These capabilities enable differentiated permissions for managing various modules, including Assessments, Issues, and Documents.
For more information on enabling advanced capabilities visit:
System Administrators can edit a user's access to a subset of partners. If amended, access to partners will be updated throughout the platform for all modules for the selected user.
Note: If a user has any advanced capability and/or the Partner and Contact Management System Admin permission, partner access restrictions will be superseded.
-
Under the Client Access section, click the Select button as shown below.
-
In the Partners Window, use the checkbox(s) to configure partner access. Once selected, click Save () & Close button to apply these changes.
You can optionally modify the Secondary Organization(s) that you intend users to have access to.
-
Under the Secondary Organization section, click on the dropdown arrow and select the desired secondary organization(s) from the dropdown as shown below.
-
Remove any obsolete secondary organizations by clicking on the X icon.